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Utz Brands

217 hedge funds and large institutions have $1.24B invested in Utz Brands in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

9% more funds holding

Funds holding: 199217 (+18)

4% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 75

0.73% more ownership

Funds ownership: 91.12%91.85% (+0.73%)

0% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.65M

9% less capital invested

Capital invested by funds: $1.37B → $1.24B (-$124M)

Holders
217
Holders Change
+18
Holders Change %
+9.05%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
78
Reduced
75
Closed
20
Calls
$3.65M
Puts
$3.65M
Net Calls
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$115M +$9.22M +512,060 +8%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$94.5M -$1.39M -77,459 -1%
BlackRock
3
BlackRock
New York
$85.4M -$3.33M -185,267 -3%
CIP
4
Champlain Investment Partners
Vermont
$85.2M -$553K -30,715 -0.6%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$68M -$7.88M -438,018 -10%
JP Morgan Chase
6
JP Morgan Chase
New York
$65.2M -$4.42M -245,731 -6%
Millennium Management
7
Millennium Management
New York
$62.4M -$7.91M -439,363 -10%
BAMCO Inc
8
BAMCO Inc
New York
$54.1M
CCM
9
Copeland Capital Management
Pennsylvania
$50.8M +$347K +19,279 +0.6%
DDC
10
DF Dent & Co
Maryland
$50.6M -$11.3M -628,791 -17%
Ameriprise
11
Ameriprise
Minnesota
$48.5M +$13.5M +748,101 +35%
Jennison Associates
12
Jennison Associates
New York
$34.7M +$13.6M +755,097 +57%
State Street
13
State Street
Massachusetts
$26.9M +$213K +11,823 +0.7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$25M -$313K -17,408 -1%
GKIM
15
GW&K Investment Management
Massachusetts
$23.1M +$5.56M +309,046 +29%
Victory Capital Management
16
Victory Capital Management
Texas
$20.6M +$4.02M +223,462 +22%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$19.8M -$956K -53,120 -4%
Goldman Sachs
18
Goldman Sachs
New York
$16.1M -$684K -38,010 -4%
Northern Trust
19
Northern Trust
Illinois
$16.1M +$20.7K +1,150 +0.1%
Marshall Wace
20
Marshall Wace
United Kingdom
$13.5M -$2.93M -162,958 -17%
EA
21
Emerald Advisers
Pennsylvania
$12.5M -$789K -43,836 -6%
ClearBridge Investments
22
ClearBridge Investments
New York
$11.9M -$2.86M -158,629 -18%
Morgan Stanley
23
Morgan Stanley
New York
$11.6M +$5.36M +297,848 +75%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$11.6M +$264K +14,647 +2%
UBS Group
25
UBS Group
Switzerland
$10.8M +$775K +43,035 +7%